WeSuite, the creator of a sales management software for security technology providers, announced a strategic integration with System Surveyor, the creator of a platform for site surveys and system design.

By integrating the site survey and design directly into the written scope of work within the proposal, customers can easily verify that the solution meets their specific needs. Proposals with clear, well-defined scopes of work streamline the decision-making process, making it faster and easier for customers to sign on the dotted line.

This integration enables WeSuite users to seamlessly link one or multiple System Surveyor surveys directly to estimates within the WeSuite platform. The partnership enhances proposal documents by automatically incorporating System Surveyor layouts into specified proposal pages, ensuring consistent, professional presentations that showcase system designs with precision.

“We’re excited to launch this integration with System Surveyor because it’s a natural fit,” said Tracy Larson, president, WeSuite. “WeSuite ensures precision and profitability in estimating and automates generation of proposal and contracts, while System Surveyor brings the design to life. Together, our platforms streamline the documentation and management of systems from sales through delivery and ongoing account management.

Maureen Carlson, co-founder and president, System Surveyor, said, “This integration with System Surveyor and WeSuite is a great next step to streamline the sales process. Our customer communities want to put their best foot forward to provide a professional design and an easy-to-understand, accurate proposal. Together, our platforms enable system integrators to more effectively and efficiently capitalize on the incredible opportunity to serve their customers in a growth market.”